PensionPro knows seamless system integrations save time and significantly improve the user experience, that’s why we prioritize collaborations with other trusted partners in the TPA industry.
DocuSign is a software solution that provides support for the web-based signing of documents. PensionPro offers integration with DocuSign services to seamlessly manage and send these documents to the necessary signers. A record of this Interaction will be stored within PensionPro, where the status of the document can also be tracked.
Payroll Integrations, Inc. is an integration platform that builds seamless API connections between major payroll companies and 401(k) recordkeepers, TPAs, and retirement providers. Plan sponsors can connect their payroll and begin sending payroll, census, and year end testing data to their TPA in minutes.
PlanGen is an innovative financial technology company creating the industry’s most advanced, efficient, effective, high-performance defined benefit & defined contribution retirement benefit proposal illustration systems for national carriers, sales networks and independent agencies since 2002.
ftwilliam.com, a product suite of Wolters Kluwer Legal & Regulatory Solutions U.S., offers employee benefit professionals the highest quality plan document (retirement, welfare and non-qualified), government forms (5500, 1099, 1094/1095 and 5300), and DC Compliance software. ftwilliam.com also offers an integrated web-portal for securely transferring data and communicating with clients.
